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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,607 | $50,554-73.1% | $67,681-79.9% | $87,485-84.4% |
| Participation rate | 92.9% | 67.7%+25.1pp | 73.7%+19.1pp | 68.9%+23.9pp |
| Annual return | 9.26% | 17.81%-8.6pp | 590.58%-581.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $941 | $1,988-52.7% | $2,678-64.9% | $2,596-63.8% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,871 | $4,132-54.7% | $6,100-69.3% | $7,775-75.9% |